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Recent posts by our CRM Experts
Feb 22

How to Use Zoho CRM to Improve Customer Service

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

How to Use Zoho CRM to Improve Customer ServiceIf you’re using Zoho CRM for marketing and sales, you may also be wondering how to use Zoho CRM in other ways. One great way to use Zoho CRM is to improve your customer service, and if you aren’t using your CRM system for that already, you’re definitely missing out. After all, this is a big part of what Zoho CRM provides, and keeping current customers satisfied is the best way to increase profits. To do this, it’s crucial to depend on the following customer service metrics:

Open issues

It’s critical to know about any current problems, even if nobody likes hearing about them. They can’t be ignored. Instead of pretending that the problems don’t exist, it’s important to seek them out. It’s simple to track open issues with Zoho CRM, and from this, you can generate a report.

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Feb 20

Zoho Database Help: Must-Haves On Your Pipeline Report

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Zoho Database Help: Must-Haves On Your Pipeline ReportOne of the most effective ways to get your group using the company’s Zoho database is to use it to generate reports. In the end, a CRM system is nothing more than a good database with detailed information about your customers, prospects, partners and community. Like any database, it will provide important information to help you run your business. If you’re getting a few good reports out of your Zoho database on a consistent basis, then you will find yourself relying on the system more and more, and demanding better and more relevant information from your team.

Of all the reports, the most important one is the pipeline report. It should be the very first report you use as part of your Zoho database and you should be looking at this information frequently—weekly, if not daily.  So, what kind of information is important to have on your pipeline report? You must include these ten things:

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Feb 18

5 Zoho Features Everyone Uses

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

5 Zoho Features Everyone UsesAre you thinking about investing in a CRM system, such as Zoho? Are you already using Zoho, but not quite sure where to begin? The following are five Zoho features that most Zoho users take advantage of, so if you aren’t already using some of these key features, there’s no better time than now to start.

Shared history and notes

From emails to phone calls to meetings, people throughout your team are constantly taking notes and documenting details of important events. Keeping track of these notes can be difficult, but with a CRM system like Zoho, users have the option of sharing history and notes. This way, it’s easy to retrieve specific details of a phone call or meeting from several months ago.

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Feb 15

Calculating ROI on CRM Database Systems

By CRM No Comments

Calculating ROI on CRM Database SystemsAs a wise entrepreneur, you’re always looking for opportunities to increase profits. Whenever you spend money in order to make more money, it’s an investment, and an investment can be a risk. As a business owner, your main goal is to minimize that risk as much as possible by calculating your return on that investment. Business owners may take a while to consider the advantages of investing in CRM database systems, but don’t always know the best way to calculate their ROI.

Start with some simple math

Let’s assume you’re going to splurge on whatever CRM database system you choose and get the best option available for several users. Let’s say, for instance, it costs you $1,000 annually, and you’re looking at your ROI over the next five years, or $5,000.

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Feb 13

The 5 Zoho CRM Reports Every Sales Manager Should Be Using

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

The 5 Zoho CRM Reports Every Sales Manager Should Be UsingMany sales managers these days get a lot from using Zoho CRM, but alas, there are also many who do not. In order to succeed with Zoho CRM and allow it to help you run your business more efficiently, it’s crucial to get useful data out of it. This is done through Zoho CRM reports. The following are five Zoho CRM reports every sales manager should be using:

The Sales Activity Report

Sales managers spend a lot of their time supervising others, and may spend more time concentrating on those salespersons who are not performing well. This Zoho CRM report will usually show what each salesperson was doing the previous week and what their upcoming plans are. This can allow sales managers to see what exactly their underperforming staff members are up to, including who they’re scheduled to meet with and who they’ll be calling. This gives the sales manager a good opportunity for offering advice and providing other feedback beforehand.

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Feb 11

Zoho Workflow: Getting More Value From Zoho CRM

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Zoho Workflow: Getting More Value From Zoho CRMYou may be getting a lot of use out of Zoho CRM, but are you truly using it to its fullest potential? Those users who are really maximizing the value of their investment are using Zoho workflow features.

By learning how to set up workflows in Zoho, you can have it run at its most productive level. This can automate certain tasks and guarantee that these things are always being completed, regardless of whether you forget to do them yourself. They are essential to getting the most out of Zoho CRM and ensuring your business is running as efficiently as possible. If you are ready to set up workflows, but not sure where to begin, these are the top three we recommend that users start with:

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Feb 08

Tips for Using CRM Database Systems

By CRM No Comments

Tips for Using CRM Database SystemsFor over 15 years, we have been selling CRM database systems. These systems have seen a lot of changes over the years, but when it all comes down to it, they are all databases at their core. You’ll often hear all kinds of buzzwords when it comes to CRM database systems, like “automation” and “workflows.” But these things don’t work too well without one crucial component: the data.

Although these systems can be powerful tools for helping businesses run more efficiently, they often fail when users don’t realize that they are nothing more than databases. Instead, some users get caught up with the bells and whistles of the CRM system and all of the different features. While it’s good to maximize your CRM system and all of its uses, it’s important not to forget that getting the most out of these things means making the data your first priority. Advanced things, like automation and marketing, can’t be done if the data is incorrect.

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Feb 06

Warning: Multi-Lookup Fields Not Supported in Zoho Mobile App

By CRM, Zoho, Zoho CRM, Zoho Tips No Comments

Multi-Lookup Fields Not Supported in Zoho Mobile AppZoho recently added the multi-lookup type field to Zoho CRM, which allows you to create an N to N relationship between two modules by adding just one field.

Previously, users had to use a custom module. On the surface this seems great; however, if your users prefer the Zoho mobile app, be warned that this field type is not supported in the Zoho mobile app.

A multi-lookup field in the desktop app has a lookup icon that opens a search box.  In the screenshot below, a custom module, Touch Events, has a multi-lookup field called Event Participants that links to the Contacts module.

You can see the lookup icon to the right of the field. When the icon is clicked, a multi-select search box opens, where users can then select multiple contacts to connect to the record.

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Feb 04

Top 4 Reasons Why CRM Platforms Fail

By CRM No Comments

Top 4 Reasons Why CRM Platforms FailCRM platforms are meant to help improve business operations, but a small percentage of the time, these CRM implementations fail.          

Usually, things started off great and everyone at the company is excited to use the new CRM platform. But eventually, things start to go wrong. Some people will say it’s too much work; others will say it’s a different system than what they expected. After some time, they stop using it altogether and that is when things fail.

The success of a CRM platform depends on the entire team working together and being on the same page, so even if just one person stops using it, it can potentially snowball and cause the system implementation to fail.

The following are the top four reasons why CRM platforms fail in organizations, and by knowing about some of these things ahead of time, you can take the steps needed to ensure your new CRM system is a hit.

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Feb 02

Salesforce.com – Using Process Builder Flow to create a running total of Order Sales Amount on an Account Record without Using a Rollup

By CRM, Salesforce CRM 13 Comments

When reviewing an Account’s orders, it can be helpful to see the total amount of Orders or sales the Account has had.  By creating a custom currency field on the Account object and a flow to update the value each time an Order is completed, you can create a summary field without having to use one of the allowed Rollup fields. Read More

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